Independence Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $47K | Buy |
350
+22
| +7% | +$2.95K | 0.01% | 126 |
|
|
2020
Q2 | $44K | Sell |
328
-32
| -9% | -$4.29K | 0.01% | 121 |
|
|
2020
Q1 | $44K | Sell |
360
-191
| -35% | -$23.3K | 0.01% | 110 |
|
|
2019
Q4 | $71K | Buy |
+551
| New | +$71K | 0.02% | 116 |
|
|
2016
Q3 | – | Sell |
-2,106
| Closed | -$258K | – | 75 |
|
|
2016
Q2 | $258K | Buy |
+2,106
| New | +$258K | 0.14% | 40 |
|